EH
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Equitable Holdings’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Equitable Holdings’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$835K Sell
7,130
-619
-8% -$73.5K 0.01% 1044
2025
Q4 		$937K Buy
7,749
+2,340
+43% +$281K 0.01% 881
2025
Q3 		$641K Sell
5,409
-110
-2% -$12.5K ﹤0.01% 997
2025
Q2 		$605K Buy
5,519
+1,284
+30% +$129K 0.01% 949
2025
Q1 		$415K Sell
4,235
-1,367
-24% -$143K ﹤0.01% 969
2024
Q4 		$588K Sell
5,602
-1,860
-25% -$195K 0.01% 828
2024
Q3 		$759K Buy
7,462
+11
+0.1% +$1.08K 0.01% 755
2024
Q2 		$720K Sell
7,451
-944
-11% -$87.5K 0.01% 730
2024
Q1 		$782K Sell
8,395
-2,407
-22% -$214K 0.01% 677
2023
Q4 		$919K Buy
10,802
+2,201
+26% +$173K 0.01% 604
2023
Q3 		$647K Sell
8,601
-13,155
-60% -$1.03M 0.01% 645
2023
Q2 		$1.7M Sell
21,756
-357
-2% -$26.3K 0.02% 383
2023
Q1 		$1.59M Sell
22,113
-571
-3% -$39.8K 0.03% 378
2022
Q4 		$1.49M Sell
22,684
-260,433
-92% -$17.4M 0.03% 355
2022
Q3 		$17.8M Buy
283,117
+24,446
+9% +$1.72M 0.35% 64
2022
Q2 		$17.2M Sell
258,671
-8,410
-3% -$607K 0.33% 65
2022
Q1 		$21.7M Buy
267,081
+255,654
+2,237% +$20.6M 0.35% 59
2021
Q4 		$1M Buy
11,427
+1,627
+17% +$139K 0.02% 396
2021
Q3 		$785K Buy
9,800
+841
+9% +$69.3K 0.01% 440
2021
Q2 		$717K Buy
8,959
+1,598
+22% +$124K 0.01% 449
2021
Q1 		$543K Buy
7,361
+1,453
+25% +$105K 0.01% 493
2020
Q4 		$415K Buy
+5,908
New +$390K 0.01% 490

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings's ESGV Position: Q1 2026 in Review

Equitable Holdings reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8% in Q1 2026, selling an estimated $73.5K and leaving 7,130 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #1044.

Equitable Holdings first reported a position in ESGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.7M in Q1 2022. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Equitable Holdings held 7,130 shares of Vanguard ESG US Stock ETF worth $835K as of Q1 2026.
  • Equitable Holdings sold 619 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $73.5K.
  • Vanguard ESG US Stock ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1044 holding.
  • Equitable Holdings first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • Equitable Holdings's Vanguard ESG US Stock ETF position peaked at $21.7M in Q1 2022.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.